Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 801 | $2,868 | 100 | 0.00 | 0.00 | -200 | -66.67 | 12-31-2023 |
WHITTIER TRUST CO | US MID-CAP EQUITIES | 802 | $2,914 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OLD POINT TRUST & FINANCIAL SERVICES N A | Com | 803 | $2,915 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
CUTLER GROUP LLC / CA | Call | 804 | $0 | 100 | 0.00 | 0.00 | -8,000 | -98.77 | 03-31-2024 |